• Mutual Funds
  • Canara Robeco Mutual Funds
  • Canara Robeco Equity Hybrid Fund (PIDCW-M)

Formerly Canara Robeco Equity Hyb Reg Mn DP

Canara Robeco Mutual Funds

Canara Robeco Equity Hybrid Fund (PIDCW-M)

HybridAggressive Hybrid

100.87

NAV (Jun 21)

15.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

100.87

NAV (Jun 21)

Fund Returns

Last 1Y
26.7%
Last 3Y
14.1%
Last 5Y
15.8%
Last 10Y
13.9%
Since Inception
12.8%
6 Month CAGR
13.2%

Scheme Information

Investment Objective

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However,there can be no assurance that the investment objective of the scheme will be realized.

Expense Ratio
1.73
Launched (31y ago)
Feb 01, 1993
AUM in Crores
10555.934
ISIN
INF760K01068
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.5
Standard Deviation (5yr)
12.9
Beta (3yr)
1.02
Beta (5yr)
1.01
Sharpe Ratio (3yr)
0.801
Sharpe Ratio (5yr)
0.707
YTM
7.38
Fund Managers

Ennette Fernandes

Fund Manager

Shridatta Bhandwaldar

Fund Manager

Avnish Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Canara Robeco Equity Hybrid Fund (PIDCW-M)70%10,78,590 3,45,97815.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

hdfc bank ltd

5.1%
5.1%

treps

4.8%
4.8%

reliance industries ltd

4%
4%

icici bank ltd

3.8%
3.8%

larsen & toubro ltd

3%
3%
See all holdings

Allocation by Sector

financial services

21.9%
21.9%

industrials

10.5%
10.5%

consumer cyclical

9%
9%

technology

7.3%
7.3%

energy

6%
6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 2,114 cr

amc-img

About the AMC

Canara Robeco Asset Management Co. Ltd.

Canara Robeco Asset Management Co. Ltd. manages assets worth 97,531 crores and was set up on 2 March 1993. It's current offering of mutual fund schemes includes 34 equity,41 debt and 8 hybrid funds.amc-img
phone-img022-66585000
Fund NameScripbox Opinion
Till Date CAGR

20.6%

17.2%

14%

14.4%

20.4%

16.8%

20.4%

16.8%

14.1%

11.8%

Canara Robeco Equity Hybrid Fund (PIDCW-M) Review

Canara Robeco Equity Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.8% over a period of 31 years. The fund was previously known as Canara Robeco Equity Hyb Reg Mn DP. The fund is managed by Canara Robeco Asset Management Co. Ltd.. The fund managers are Avnish Jain, Ennette Fernandes, Shridatta Bhandwaldar.

Nav of Canara Robeco Equity Hybrid Fund (PIDCW-M) as of 6/21/2024 is ₹100.87 with the total AUM as of 6/23/2024 is ₹10555.934. With Scripbox you can compare and check the latest nav for all mutual funds in India. Canara Robeco Equity Hybrid Fund (PIDCW-M) was launched on Feb 01, 1993. The category risk of the fund is Very High Risk.

The minimum SIP amount for Canara Robeco Equity Hybrid Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Canara Robeco Equity Hybrid Fund (PIDCW-M)?

Canara Robeco Equity Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Canara Robeco Equity Hybrid Fund (PIDCW-M)?

You can invest in Canara Robeco Equity Hybrid Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Canara Robeco Equity Hybrid Fund (PIDCW-M)?

The minimum sip amount for Canara Robeco Equity Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Canara Robeco Equity Hybrid Fund (PIDCW-M) good to invest in?

As per Scripbox experts, Canara Robeco Equity Hybrid Fund (PIDCW-M) is a Neutral fund. You can investCanara Robeco Equity Hybrid Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Canara Robeco Equity Hybrid Fund (PIDCW-M)?

The expense ratio of the Canara Robeco Equity Hybrid Fund (PIDCW-M) is 1.73% for regular plan.